AdvisorCensus / Financial advisors / Florida / Tampa, FL / New firms
New investment advisory firms in Tampa, FL
22 investment advisory firms in Tampa, FL first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.
October 2026 (5)
| Firm | Location | Registration |
|---|---|---|
| ARK Capital Investments LLC | St Petersburg, FL | SEC-registered investment adviser |
| Brothers Management Group, LLC | Clearwater, FL | Exempt reporting adviser |
| DAN Thornsberry Capital Advisors, LLC | Belleair Beach, FL | SEC-registered investment adviser |
| LAT Wealth Financial Advisors | Clearwater, FL | State-registered investment adviser |
| Vitesse One Wealth LLC | St. Petersburg, FL | State-registered investment adviser |
September 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Howland and Associates, LLC | St Petersburg, FL | SEC-registered investment adviser |
| Structure Wealth Management, LLC | Tampa, FL | SEC-registered investment adviser |
| SUM Zero Wealth | St. Petersburg, FL | SEC-registered investment adviser |
August 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Society Hill Capital | Tampa, FL | Exempt reporting adviser |
July 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Maggi Investment Services, LLC | Oldmar, FL | SEC-registered investment adviser |
| Meridian Wealth Group | Dade City, FL | SEC-registered investment adviser |
| PFS Signature Wealth | Tampa, FL | SEC-registered investment adviser |
May 2026 (1)
| Firm | Location | Registration |
|---|---|---|
| Sterling Bridge Financial Group LLC | Palm Harbor, FL | SEC-registered investment adviser |
April 2026 (2)
| Firm | Location | Registration |
|---|---|---|
| Elevate Financial Planning and Wealth Management | St. Petersburg, FL | SEC-registered investment adviser |
| Secure Net Management LLC | Clearwater, FL | Exempt reporting adviser |
February 2026 (3)
| Firm | Location | Registration |
|---|---|---|
| Certain Capital Advisors, LLC | St. Petersburg, FL | Exempt reporting adviser |
| The Ambrus Group LLC | Tampa, FL | SEC-registered investment adviser |
| Verdara PPP LLC | Tampa, FL | SEC-registered investment adviser |
January 2026 (4)
| Firm | Location | Registration |
|---|---|---|
| Baytrust Wealth Management, LLC | Tampa, FL | SEC-registered investment adviser |
| Belleair Wealth Management, LLC | Belleair Bluffs, FL | SEC-registered investment adviser |
| Bria Capital Group, LLC | Wesley Chapel, FL | SEC-registered investment adviser |
| FFO Investments LLC | Tampa, FL | SEC-registered investment adviser |
Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.
Cite this page
AdvisorCensus. New investment advisory firms in Tampa, FL. https://advisorcensus.com/advisors/fl/tampa/new-firms https://advisorcensus.com/advisors/fl/tampa/new-firms